Why Your Business Needs CRM Software

As a business leader you understand the value of managing customer relationships. You need a system that can fulfill two roles – managing your prospect funnel and enhancing relationships with your existing customers. Sounds simple. But your business runs the way you want it to run, and many of the CRM systems on the market just can’t give you the customized automation you need to focus on these two roles. That’s where P2 Automation comes in. Utilizing existing platforms as a starting point we can provide you with the right CRM system that fits your business exactly.

happy CRM customer

P2 Automation Provides These CRM Software Options For Your Business

CRMPlus365 is a highly customizable, affordable alternative to Microsoft Dynamics 365 that is still built on the same, solid Microsoft technology. You can think of it as a cloud-based “mini” Dynamics 365 at a fraction of the price. It has the same look and feel and seamless integration with Microsoft Outlook, Teams, and SharePoint, but without the level of complexity that most businesses do not need.

Microsoft Dynamics 365

Microsoft Dynamics 365 is Microsoft’s industry leading, cloud-based full CRM system, with functionality for sales, marketing, customer service, field service and more. This is often the right fit for companies with advanced requirements and larger sales and marketing teams.


Each CRM system can be enhanced with Business Intelligence and Business Process Automation. P2 Automation can help you to find the right combination of options and licensing to lower your overall investment. At P2 Automation we’re all about giving you just what you need – nothing more…nothing less.

Our CRM Software Is Designed To Streamline a Number Of Processes, all at an affordable price.

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Sales

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Quoting

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Order Fulfillment

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Customer Service

Henry Ford once said “If you always do what you’ve always done, you’ll always get what you’ve always got”. While sticky-notes and hand-written receipts may have worked once, those days are long gone. xRM software can help give you a better way to work, which means a better way to achieve results.

Let’s say you just hired an amazing new sales rep who is so good they could sell ice in Antarctica. The increase in sales is phenomenal but your administrative team suddenly find themselves struggling to track the influx of new orders, which is leading to some incorrect data input. A properly designed xRM system will give your operations team the information they need to handle the spike in sales, keeping your customers coming back for more.

Our Software not only reduces user-error but can also help you forecast and plan for the future

Solutions for Manufacturing

At P2 Automation our goal is to help your business run more efficiently. Our xRM software can help you do just that.

Did you know that by implementing an xRM software solution you can increase both sales and productivity by nearly 30%? 

Not so long-ago xRM software was only a feasible option for industry giants, but our CRMPlus365 and Microsoft Dynamics 365 systems offer an affordable solution for most every organization. Each of these solutions makes workflow more streamlined, accurate, and easy, and they won’t break your bank or your back.

xRM software solutions can alleviate some of those time-consuming, hands-on tasks we all dread such as:

  • Data entry
  • Creating reports
  • Merging contacts
  • Tracking commissions
  • Generating emails

By eliminating some of these mundane chores, your employees will be saving both their time and sanity, allowing them to focus on more equitable projects. It’s a real win-win situation for everyone. But the day-to-day tasks are not the only way in which xRM software can help you save. Our software solutions are easily implemented, utilizing existing technology to help ensure marginal down time and training, saving both time and money all-around.

Although our xRM software is both efficient and affordable, we understand the apprehension involved in undertaking such an endeavor. There is no doubt that xRM software helps increase sales and customer retention, improves forecasting accuracy, and adds to employee job satisfaction, but the main reason you should consider purchasing xRM software is the tangible ROI. Rest assured, you will see a ROI that makes it hard to justify not investing in xRM software!

According to Nucleus Research, the average ROI for implementing a xRM is $8.71 for each dollar spent!

You don’t need a degree in Economics to understand that kind of return on investment is substantial. So, take the time today to schedule a strategy session with us and make a solid investment in your company’s future.

You may be familiar with the great and powerful Oz, a seemingly large and intimidating presence who (once the curtain was pulled back) was revealed to be a simple, modest man. Our xRM software can help you achieve that “Oz effect” at a price the Cowardly Lion would be brave enough to take advantage of.

By automating and streamlining your operational processes, not only will your business run smoother and more cost efficiently, you can provide that “wow factor” in your customer service experiences that helps ensure repeat business. We like to consider that a no-brainer. Even the Scarecrow can see what a tremendous benefit that is.

If there is one thing many business leaders have come to realize, it is that teleworking has become the “new norm”. This can be an incredible benefit to both businesses and employees offering a number of ways in which both time and money can be saved. But it can also present some unique challenges that must be addressed in order to be advantageous for everyone involved.

Sharing and collaborating has never been easier than with our cloud-based solutions that allow for secure, instant updates and make interactions a breeze, no matter where your employees are located.

We all pride ourselves in offering that “personal touch” that makes customers want to return. At P2 Automation, we can help you in that endeavor by offering customizable xRM software for your business that makes it possible for you to give your customers the kind of personalized experience they deserve.

We start by getting to know you and your business.

We want to know not only what you are doing now, but what you would like to be doing 5 to 10 years from now.

We work hand-in-hand with you to determine exactly what processes and components will be of the most benefit to you and your organization in both the short and long term. We then develop a customized software solution to suit those needs. Once we have created the perfect xRM software for your business our team works closely with your team to implement and configure your system.

We understand that businesses grow and change, and as such, your software may require some modifications to accommodate those changes. We will continue to work with you on an on-going basis to provide maintenance and support, as well as updating your xRM software as needed to best suit your requirements.

How xRM Software Can Help You Grow Your Business?

Growing pains are so much more than a cheesy 1980’s sitcom. They are a real struggle for businesses of all sizes, and our xRM software for your business can help alleviate some of those pains. We offer a number of solutions that can be customized to fit your specific needs. Solutions that will ensure you are reaching maximizing efficiency, while also helping you minimizing expenses.